Generating a Customer Open Balance Statement

The Customer Open Balance Statement reports on an Invoice or Trip basis, it displays all unpaid items for all or a given account.

NOTE: The Customer Open Balance Statement is only available to limousine companies whom have subscribed to the Advanced Accounting Toolkit module in Limo Anywhere

  1. Click on the 'Reports' icon on the toolbar.
  2. Find the 'Customer Open Balance Statement' creation box (2nd option from the top in the left hand column).
  3. Select either 'Trips' or 'Invoices'.
  4. Select the 'Billing Contact' from the drop down list, or leave the Billing Contact field blank to show all Billing Contacts with outstanding balances.
  5. Enter the date range in 'Date From' and 'Date To'.
  6. Select the 'Output Format' as 'Web page' or 'MS Excel' from the drop down list.
  7. Click the 'GENERATE REPORT' button.

For more information on the Advanced Accounting Toolkit please see the Knowledge Base article 'Advanced Accounting Toolkit' or call your sales representative.

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